Locking an Invoice
Users with the following access levels can lock or unlock invoices: company admin, accounts admin, area manager and nursery manager. When the user wants to no longer allow changes to be made to invoices generated for a certain month, they can select which invoices they want to lock using the tick boxes on the left-hand side of the list and then select ‘Lock Invoices’ from the Bulk Actions menu. Clicking ‘Confirm’ will lock the invoices.
Once the invoices have been locked, a lock icon will appear next to the invoice number on the Invoices list. It will also show that the invoice has been locked at the top of the invoice when viewing it from the child’s profile. Once an invoice has been locked the user cannot edit, regenerate or delete it. However, the user can still email the invoice to a parent or generate a PDF of the invoice after it has been locked.
Unlocking an Invoice
The user can unlock invoices in bulk from the Invoices screen. The user can select which invoices they wish to unlock using the tick boxes on the left-hand side of the list and then select ‘Unlock Invoices’ from the Bulk Actions drop-down menu. Clicking ‘Confirm’ will unlock the invoices and remove the lock icon from the list view.
The user can also unlock individual invoices from the Invoices section of the child’s profile. To do this, go to the Invoices section of the child’s profile and open the locked invoice. Clicking on the lock icon next to the ‘Locked – Yes’ text will unlock the invoice. This will bring up a message stating that the invoice has been successfully unlocked.
Once an invoice has been unlocked the user will be able to edit or delete the invoice as required.